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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,296 | $81,664-49.4% | $70,476-41.4% | $158,966-74.0% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 5.97% | 208.59%-202.6pp | 109.12%-103.1pp | 302.95%-297.0pp |
| Employer contribution / active EE | $1,508 | $3,219-53.1% | $2,738-44.9% | $4,762-68.3% |
| Participant deferral / active EE | $2,217 | $4,556-51.3% | $3,710-40.2% | $5,983-62.9% |
| Admin fee / account holder | $1,451 | $6,197-76.6% | $3,847-62.3% | $11,250-87.1% |